The case for Intel Corporation (NASDAQ: INTC ) continues to dwindle as the organization faces an existential crisis in recovering lost market share to advanced AI accelerator chip developers, mounting losses in its fabrication business, and leadership stagnation in effectively implementing the necessaryMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a dec ...

Cogent Communications (CCOI) Conference August 11, 2025 04:00 PM ET Company ParticipantsDave Schaeffer - Founder & CEOConference Call ParticipantsBrandon Nispel - Director & Equity Research AnalystBrandon NispelThank you for coming to day one of the KBCM Technology Leadership Forum. This is a twenty five minute fireside chat with us. Have Dave Schafer, CEO of Cogent Communications. Dave, thanks for being a foot.Dave SchaefferHey Brandon, thanks for hosting me. I'd like to thank KeyBank for a great venue And ...

Second Quarter 2025 Earnings August 11, 2025 Important notice Unless the context otherwise provides, "we," "us," "our," "Bakkt" and like terms refer to Bakkt Holdings, Inc. and its subsidiaries. FORWARD-LOOKING STATEMENTS This presentation and accompanying oral presentation contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements include, but are not limited to, the Co ...

really steering the index the way it is. Other indexes. >> Okay.Mike Santoli thank you. We'll see you later this hour. Let's broaden our market conversation though and bring in Truist Wealth Co-Chief investment officer Keith Lerner and Hennion and Walsh asset manager, Management president and CIO Kevin Moen.Great to have you both here. Kevin, you're on set. I'm going to kick this conversation off with you.We've had a torrid run since the April lows. What do you like here. Do you stick with tech. Do you look ...

Cognex (CGNX) Conference August 11, 2025 03:30 PM ET Company ParticipantsEthan Chuang - Equity Research AssociateDennis Fehr - SVP of Finance & CFOEthan ChuangOne, thank you for coming out. My name is Ethan Chuang. I'm an associate under Ken Newman covering the industrial supply chain. With me today is Dennis Fear, the CFO of Cognex. Dennis, thank you for coming out today.To kick things off, why don't you give a little bit of background about yourself and then an overview of who Cognex is?Dennis FehrYeah. S ...

Silicon Motion Technology Corporation (SIMO) Conference August 11, 2025 03:30 PM ET Company ParticipantsJason Tsai - CFOConference Call ParticipantsJohn Vinh - MD & Senior Research AnalystJohn VinhGreat. Good afternoon, everybody. My name is John Vinn. I cover SMEs here at KeyBanc Capital Markets. We're pleased to have Silicon Motion here, Jason Tsai, CFO. Welcome, Jason.Jason TsaiThanks, Sean. Appreciate the opportunity. Just kick things off, I mean, just we'll be making forward looking statements. So plea ...

JFrog (FROG) Conference August 11, 2025 03:30 PM ET Company ParticipantsBilly Mandl - AVP - Equity ResearchEd Grabscheid - CFOConference Call ParticipantsJason Celino - MD & Equity Research AnalystBilly MandlAlright. Thanks, everyone, for joining us in, Utah. My name is Billy Mandel. I'm on the research team here at KeyBank. We're with Jason Celino, who's our verticals HCM and DevOps analyst.Jason and his wife are expecting a second child any day now, so he couldn't be here, but we're excited to have Ed her ...

MARA is in advanced talks to acquire a majority stake in Exaion from Electricite de France as the largest Bitcoin miner looks to extend its reach into AI, sources say https://t.co/s137LX3xat ...

RT s4mmy (@S4mmyEth)AI mindshare is on the rise.How long until we run this back up to 70% again? https://t.co/cPlorHNm6a ...

Let's bring in Nvidia shareholder now Doug Clinton of Intelligent Alpha. It's good to see you. Good to see you, Scott.You see an announcement like this come out of DC today. You say what. It's the summer of deals in techland.We keep seeing new deals. I mean, we talked about rare earth metals just a minute ago. MP materials was kind of one of the deals that almost kicked off the deal train that we've been on.Then we had Apple, now we have Nvidia. I think from an Nvidia perspective as a shareholder, the terms ...